Graves Light Lenhart Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Graves Light Lenhart Wealth’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,878	Closed	-$224K	–	207
2026 Q1	$224K	Hold	4,878	–	–	0.02%	183
2025 Q4	$208K	Hold	4,878	–	–	0.02%	183
2025 Q3	$213K	Buy	+4,878	New	+$206K	0.02%	183
2024 Q4	–	Sell	-5,834	Closed	-$236K	–	194
2024 Q3	$236K	Buy	+5,834	New	+$216K	0.03%	164
2022 Q4	–	Sell	-8,302	Closed	-$272K	–	183
2022 Q3	$272K	Buy	8,302 +18	+0.2%	+$660	0.05%	139
2022 Q2	$290K	Buy	8,284 +18	+0.2%	+$652	0.04%	143
2022 Q1	$308K	Buy	8,266 +18	+0.2%	+$624	0.04%	146
2021 Q4	$295K	Buy	8,248 +18	+0.2%	+$607	0.04%	156
2021 Q3	$263K	Buy	8,230 +20	+0.2%	+$668	0.04%	154
2021 Q2	$260K	Buy	8,210 +18	+0.2%	+$589	0.04%	153
2021 Q1	$262K	Buy	8,192 +18	+0.2%	+$558	0.04%	153
2020 Q4	$256K	Buy	8,174 +22	+0.3%	+$696	0.05%	147
2020 Q3	$242K	Buy	8,152 +20	+0.2%	+$594	0.05%	139
2020 Q2	$229K	Buy	8,132 +20	+0.2%	+$577	0.05%	138
2020 Q1	$225K	Buy	8,112 +20	+0.2%	+$640	0.06%	131
2019 Q4	$261K	Buy	8,092 +20	+0.2%	+$635	0.05%	142
2019 Q3	$259K	Buy	+8,072	New	+$249K	0.06%	146
2019 Q1	–	Sell	-8,036	Closed	-$213K	–	168
2018 Q4	$213K	Buy	+8,036	New	+$218K	0.06%	132

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Graves Light Lenhart Wealth's XLU Position: Q2 2026 in Review

Graves Light Lenhart Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 4,878 shares — an estimated $224K sold.

Graves Light Lenhart Wealth first reported a position in XLU in Q4 2018 and held it in 18 quarters. The position peaked at $308K in Q1 2022. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Graves Light Lenhart Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Graves Light Lenhart Wealth sold 4,878 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $224K.
Graves Light Lenhart Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 18 quarters.
Graves Light Lenhart Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $308K in Q1 2022.
268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.